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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO2 years Service code 21 · EIN 66-0561870 | Bank Trustee | $112,677 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $105,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,128 | $57,921-67.0% | $98,716-80.6% | $103,975-81.6% |
| Participation rate | 69.9% | 68.8%+1.1pp | 69.3%+0.6pp | 72.5%-2.6pp |
| Annual return | 15.78% | 13.15%+2.6pp | 31.81%-16.0pp | 19.41%-3.6pp |
| Employer contribution / active EE | $863 | $1,595-45.9% | $2,279-62.1% | $3,722-76.8% |
| Participant deferral / active EE | $1,309 | $2,573-49.1% | $4,048-67.7% | $5,343-75.5% |
| Admin fee / account holder | $90 | $324-72.3% | $8,703-99.0% | $332-73.0% |